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Fortis Group Advisors’s iShares MSCI Sweden ETF EWD Stock Holding History

Fortis Group Advisors’s Portfolio EWD Stock Details EWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44,361
Closed -$1.87M – 538
2025
Q1 		$1.87M Buy
+44,361
New +$1.87M 0.36% 75
2024
Q2 		– Sell
-47,953
Closed -$1.92M – 508
2024
Q1 		$1.92M Buy
+47,953
New +$1.86M 0.35% 63

Other funds holding EWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fortis Group Advisors's EWD Position: Q2 2025 in Review

Fortis Group Advisors sold out of iShares MSCI Sweden ETF (EWD) in Q2 2025, closing a stake of 44,361 shares — an estimated $1.87M sold.

Fortis Group Advisors first reported a position in EWD in Q1 2024 and held it in 2 quarters. The position peaked at $1.92M in Q1 2024. 82 funds tracked by Wall St. Rank hold EWD as of Q2 2025.

  • Fortis Group Advisors reported no remaining iShares MSCI Sweden ETF position as of Q2 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 44,361 iShares MSCI Sweden ETF shares in Q2 2025, an estimated $1.87M.
  • Fortis Group Advisors first reported a position in iShares MSCI Sweden ETF in Q1 2024 and held it in 2 quarters.
  • Fortis Group Advisors's iShares MSCI Sweden ETF position peaked at $1.92M in Q1 2024.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.